Angela BrillCRD Number: 5317536
Current Firm: Cetera Advisors LLC
Angela Brill (CRD# 5317536) is an Investment Advisor Representative working at Cetera Advisors LLC in Overland Park, KS and has over 10 years of experience in the finance industry. Angela Brill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||5|
|Prosperity Advisory Group||Overland Park, KS||Jan 2007 - Current||11|
|Multi-financial Securities Corporation||Denver, CO||Jun 2007 - Dec 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management10,963MILLIONS
Total Number of Accounts51,290ACCOUNTS
Average Account Value$213,755
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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